Set up a navigate interaction

1. Overview

This article shows you how to set up a navigate interaction so that when you click on a data point, the current view is replaced with a second dashboard showing filtered data corresponding to the clicked data point.

2. Create the first dashboard

3. Create a second dashboard

Create another metric set and add it to a second dashboard in order to show OrderQty by Date. This dashboard will be the view to navigate to (but appropriately filtered via the Product hierarchy which is also added to its SLICERS field).

Besides the chart, also add a data label control and drag the second metric set's Product hierarchy onto the data label. This data label will be used to display the SLICERS (filter) value.

Next, expand the Parameters window which is docked along the bottom of the screen. Click Add New to add a new view parameter and then connect it to the Product hierarchy for both the chart and the data label.

In the Source list, select the ProductID filter checkbox. In the Target list, select viewParameter1. This forms a mapping so that when the user clicks on a data point (Product) on Dashboard1, the clicked Product value will be passed to the view parameter on Dashboard2. Since the view parameter is hooked up to the Product hierarchy on the SLICERS field, the line chart on Dashboard2 will be filtered accordingly when it is displayed.

6. Test the interaction

View the first dashboard, and then click a data point (Accessories product) on Dashboard1. You should see the view replaced by Dashboard2, which shows OrderQty by Date filtered by the product in question.